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adobe-to-docusign-migrator/tests/UI-SMOKE-TEST.md

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UI Smoke Test Checklist

Run these manual tests after any significant frontend change. Start the server with:

uvicorn web.app:app --reload --port 8000

Then open http://localhost:8000.

1. First Run — Project Switcher

  • On first load (no migrator_projects in localStorage), the project switcher modal opens automatically
  • Welcome copy is visible: "No projects yet. Create one below to get started."
  • Cancel closes the modal (app loads with empty state)
  • Type "Test Customer" in the name field → click Create Project
  • Modal closes; nav footer shows "Test Customer" in the project button
  • Nav footer "Current Project" label shows "Test Customer"

2. Project CRUD

  • Click the project button in the nav → switcher modal opens
  • "Test Customer" row shows with "● Active" badge
  • Create a second project "Acme Corp"
  • "Acme Corp" row appears; clicking it activates it and closes the modal
  • Nav footer now shows "Acme Corp"
  • Switch back to "Test Customer"
  • Delete "Acme Corp" → confirmation dialog → confirm → row disappears

3. Authentication (requires .env credentials)

  • Top bar shows two disconnected chips (red dot): "Adobe Sign" and "DocuSign"
  • Click "Adobe Sign" chip → connects via .env refresh token → chip turns green
  • Click "DocuSign" chip → connects via JWT grant → chip turns green
  • Disconnecting either chip → chip turns red → templates clear

4. Templates View

  • Navigate to Templates (default view or via nav)
  • Templates load in a table with columns: Name, Readiness, Issues, Last Modified, DS Status, Actions
  • Each template has a readiness badge (Ready / Caveats / Blocked / Migrated / Needs Update)
  • Search bar filters by name in real time
  • Status filter tabs (All / Not Migrated / Migrated / Needs Update) filter correctly
  • "Blocked" and "Caveats" filter tabs show correct counts
  • Clicking a column header sorts the table; clicking again reverses direction
  • Checking a template checkbox shows the bulk bar: "1 template(s) selected"
  • Selecting multiple templates updates the bulk bar count
  • "Clear" button in bulk bar deselects all

5. Template Detail

  • Click a template name → navigates to #/templates/:id
  • Breadcrumb shows "← Templates" link
  • Overview tab: shows Adobe ID, last modified date, migration status
  • Issues tab: if template has blockers/warnings, shows them; otherwise shows "All ready" callout
  • Migration History tab: shows past migrations for this template (or "No history" callout)
  • "Migrate" button in detail header opens options modal

6. Dry Run Migration

  • Select 1–3 templates → click "Migrate Selected →"
  • Options modal opens with toggles (Dry Run off, Overwrite off, Include Documents on)
  • Enable Dry Run toggle → click "Run Migration"
  • Progress modal shows per-template rows with 🔍 icons
  • "View Results →" button appears when complete
  • Results view shows Dry Run count > 0, Created/Updated = 0
  • Export CSV button downloads a CSV file

7. Real Migration

  • Select templates that are "Not Migrated"
  • Options modal → Dry Run off, Overwrite off → Run Migration
  • Progress shows ✅ icons for created templates
  • Results view shows Created count > 0
  • Navigate back to Templates → readiness badges update to "Migrated"

8. Issues & Warnings View

  • Navigate to Issues & Warnings via nav
  • If any templates have blockers: Blockers section shows with red styling
  • If any templates have warnings: Warnings section shows "Migrate Anyway" button
  • "View Detail" links navigate to the correct template detail page
  • Nav badge on "Issues & Warnings" shows correct blocked count (or hidden if 0)

9. Verification View (requires DocuSign credentials)

  • Navigate to Verification via nav
  • Migrated templates appear in the table with "Not Tested" status
  • Click "Send Test" → dialog opens with pre-filled name/email from Settings
  • Enter test recipient → Send Test → row status changes to "Sent" with spinner
  • Status polls every 5s; updates to "Delivered" then "Completed" (or "Verified")
  • "Void" button appears → clicking it confirms and voids the envelope → status → "Voided"

10. History & Audit View

  • Navigate to History & Audit
  • All migration records appear in a table, newest first
  • Search by template name filters rows
  • Status filter tabs work correctly
  • Date range filter narrows results
  • Clicking a row with warnings/blockers expands to show them
  • Checksum column shows 8-char truncation; hover shows full hash
  • "Export CSV" downloads a CSV with all filtered rows

11. Settings

  • Navigate to Settings via nav
  • Fill in test recipient name and email → Save → "✓ Saved" confirmation appears
  • Refresh page → values persist in the form (read from localStorage)
  • Toggle "Overwrite Existing by Default" → Save → open migration modal → toggle starts in correct state
  • Connection info section shows correct Adobe Sign and DocuSign connection status

Regression: Backend Test Suite

After any changes:

pytest tests/ -v

Expected: ≥ 118 tests passing